CLIENT'S COACHING PROFILE & PLANNER

COACHING PROFILE & PLANNER

Name

e-mail address

Postal Address

Phone

Start date:

Target completion date:

Best days:

Best times

CoachingProfileandPlann

1

PART 1: PRIMARY FOCUS

Subject matter:Primary concerns

(What’s driving the request for help?What is trying to beaccomplished)

1.

2.

3.

4.

5.

Key challenges:(What are the possible barriers to success?)

1.

2.

3.

4.

5.

Measurable outcomes:(How will you know you’ve been successful?)

2

PART 2: COACHING LOG (BASED ON 6 SESSIONS)

SESSION 1.DATE: DURATION:

OBJECTIVE:

ACTION ITEMS:

1.

2.

3.

NOTES:

3

SESSION 2.DATE: DURATION:

REVIEW ACTIONS:

OBJECTIVE:

ACTION ITEMS:

1.

2.

3.

NOTES:

4

SESSION 3.DATE: DURATION:

REVIEW ACTIONS:

OBJECTIVE:

ACTION ITEMS:

1.

2.

3.

NOTES:

5

SESSION 4.DATE: DURATION:

REVIEW ACTIONS:

OBJECTIVE:

ACTION ITEMS:

1.

2.

3.

NOTES:

6

SESSION 5.DATE: DURATION:

REVIEW ACTIONS:

OBJECTIVE:

ACTION ITEMS:

1.

2.

3.

NOTES:

7

SESSION 6.DATE: DURATION:

REVIEW ACTIONS:

OBJECTIVE:

ACTION ITEMS:

1.

2.

3.

NOTES:

8

CoachingProfileandPlann

MISCELLANEOUS NOTES:

9

COACHING REVIEW

This is a handy checklist that a coach can use to review thecoaching relationship. It should be completed on a regularbasis to ensure that both parties' expectations are being met,and that the relationship is proving beneficial.

Completing the Checklist

1. Work through each of the Discussion Points and ask yourclient for their thoughts.Once you have heard from them,you can volunteer your own considerations.

2. Record any Comments that you feel should be documentedor that you would like to review again later.

3. Capture any Actions that have arisen as a result of yourdiscussion, and document who is responsible for followingthem up and when.

4. You may wish to have a quick review of the actions fromthe previous meeting at the start of each new session sothat it is fresh in both your minds.

CoachingReview

10

Relationship review for

And

Date:

Discussion Point

Has the relationship so far been in linewith ourinitial expectations?

Comments

Action

11

Discussion Point

Are our expectations still in alignment with each other?

Comments

Action

12

Discussion Point

What learning outcomes has the relationship produced so far?

Comments

Action

13

Discussion Point

Are the meeting arrangements suitable?

Comments

Action

14

Discussion Point

Havewe encountered any problems in the relationship,and if so,have they been dealt with?

Comments

Action

15

Discussion Point

Are we comfortable with how the relationship is progressing?

Comments

Action

16

Discussion Point

What benefits have we gained from the relationship so far?

Comments

Action

17

Discussion Point

Has the relationship been sufficiently challenging?

Comments

Action

18

Discussion Point

Have we been open and honest with each other?

Comments

Action

19

Discussion Point

Has there been sufficient support?

Comments

Action

20

Discussion Point

How useful has the feedback been?

Comments

Action

21